Marc Robison

Proactively managing a portfolio of brokers across multiple third-party aggregation platforms to achieve sales targets and promotion of products.

Source new business through building relationships and accrediting new introducers to achieve set targets

Conduct structured sales calls and visits with defined objectives

Train new introducers to ensure strong knowledge of systems and products

Develop, manage and leverage relationships with third-party aggregator staff (regional managers, BDMs) and generate business from their brokers

Conduct monthly reviews with brokers and aggregators to identify opportunities and maximise sales

Liaising with credit and settlement teams to ensure fast assessment and smooth settlement

• Worked towards multiple KPI's
• Maintained current knowledge of applicable sales and product changes in order to provide best possible service for all customer needs.
• Recorded accurate and efficient records in customer database.
• Monitored service after sale and implemented quick and effective problem resolutions.

Design and implement customer retention strategies to increase loyalty and retain business.

Analyze customer feedback, negotiate with customers, implement retention strategies, and compile reports for sales managers.

Worked towards multiple KPI's to help retain existing customers and expand on their current product profile.

Used multiple sales platforms to follow up with existing customers and further promote EE products.

Managed a team of 15 face to face sales advisors.

Converted customer contacts into sales

Training new and existing staff to hit and exceed numerous KPI's

Expand business client base and retain new customers inside a cooling off period.

Identified opportunities to cross-sell and upsell loan products to customers.

Processed loan applications and monitored progress from start to finish.

Developed strong relationships with clients, fostering trust and loyalty to maintain a high retention rate of satisfied customers.